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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,679 | $103,164+158.5% | $90,259+195.5% | $154,746+72.3% |
| Participation rate | 92.3% | 76.1%+16.2pp | 70.7%+21.6pp | 80.7%+11.6pp |
| Annual return | 10.92% | 19.25%-8.3pp | 18.88%-8.0pp | 172.34%-161.4pp |
| Employer contribution / active EE | $8,244 | $2,532+225.6% | $2,291+259.8% | $4,379+88.3% |
| Participant deferral / active EE | $9,416 | $4,422+113.0% | $3,827+146.1% | $6,730+39.9% |
| Admin fee / account holder | $131,391 | $8,593+1429.0% | $7,267+1708.0% | $14,365+814.6% |